NGCAX Mutual Fund Analysis & Holdings | MarketXLS

NGCAX Mutual Fund

NAV$38.90

AUM$26M

TER1.49%

Holdings62

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NGCAX Mutual Fund

NAV$38.90

Columbia Greater China Fund Class A

AUM$26M

TER1.49%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NGCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NGCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NGCAX Mutual Fund Overlap Analysis

NGCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NGCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, NGCAX may share significant positions with broad-market funds.

NGCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NGCAX tax-loss harvesting finds highly correlated but non-identical funds.